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Portfolio (Quarterly) Guide ↗

Chung Wu Investment Group, LLC

· CIK 0002054278
13F Portfolio $152M AUM 283 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 57 New 45 Added 41 Reduced 33 Exited
Page 6 of 15  ·  283 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 APP APPLOVIN CORPORATION COM CLASS A Technology 400.0 $206K 0.14% NEW $515.23 -38.3%
102 SSO PROSHARES ULTRA S&P500 3,040.0 $205K 0.14% $67.38 +5.0%
103 HTGC HERCULES CAPITAL INCORPORATED Financial Services 12,978.0 $205K 0.14% $15.77 +10.8%
104 RTX RTX CORPORATION Industrials 1,060.0 $201K 0.13% $189.73 +11.6%
105 VTV VANGUARD VALUE ETF 890.0 $194K 0.13% NEW $217.93 +3.4%
106 SRRK SCHOLAR ROCK HLDG CORPORATION Healthcare 3,500.0 $192K 0.13% -700.0 -16.7% $55.00 +5.1%
107 VUG VANGUARD GROWTH ETF 2,172.0 $187K 0.12% NEW $86.14 +2.8%
108 FLR FLUOR CORPORATION Industrials 3,346.0 $175K 0.12% -3K -47.3% $52.39 +1.7%
109 PROSHARES ULTRASHORT BLOOMBERG CRUDE OIL 5,000.0 $175K 0.12% NEW $35.02
110 ISHARES HIGH YIELD MUNI ACTIVE ETF 3,500.0 $174K 0.12% NEW $49.80
111 AMDL GRANITESHARES 2X LONG AMD DAILY ETF 2,100.0 $174K 0.11% +1K +200.0% $82.75 -42.5%
112 HPE HEWLETT PACKARD ENTERPRISE COMPANY Technology 3,800.0 $171K 0.11% NEW $45.11 +15.9%
113 LOW LOWES COMPANIES INCORPORATED Consumer Cyclical 775.0 $171K 0.11% -100.0 -11.4% $220.49 -5.6%
114 PVLA PALVELLA THERAPEUTICS INCORPORATED NEW Healthcare 1,100.0 $168K 0.11% -1K -52.2% $152.82 -1.9%
115 CCJ CAMECO CORPORATION (CANADA) Energy 1,600.0 $163K 0.11% -5K -76.2% $101.86 -1.8%
116 SEPN SEPTERNA INCORPORATED Healthcare 4,800.0 $161K 0.11% NEW $33.49 +16.2%
117 BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW 300.0 $150K 0.10% $500.39
118 REMX VANECK RARE EARTH AND STRATEGIC METALS 1,640.0 $145K 0.10% $88.50 -12.5%
119 VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 1,743.0 $144K 0.10% $82.65 -1.8%
120 NLR VANECK URANIUM AND NUCLEAR ETF 1,230.0 $143K 0.09% $115.98 +1.8%
Page 6 of 15  ·  283 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 36.4%
Financial Services 28.8%
Energy 9.1%
Industrials 8.4%
Healthcare 6.2%
Utilities 3.3%
Basic Materials 2.3%
Consumer Cyclical 1.8%
Real Estate 1.4%
Communication Services 1.4%